New Fortress Energy: Capital Structure Arbitrage Provides 20%+ Return (NASDAQ:NFE)

Core Viewpoint - The disparity in valuations between New Fortress Energy's equity and its debt instruments presents a unique trading opportunity, allowing investors to create a low-risk, medium-term investment with potential returns exceeding 20% [1] Group 1: Investment Opportunity - Investors can capitalize on the valuation differences by engaging in a medium-term investment strategy that spans 9 to 16 months [1] - The potential return on this investment is projected to be over 20% [1] Group 2: Analyst Background - The analysis is informed by extensive experience in capital markets, derivatives, and investment management, with a career spanning over 35 years [1] - The analyst has a history of focusing on event-driven opportunities and has managed research groups for large fund of funds [1]